• Retail & Ecommerce

    Transaction data projected Dillard’s earnings surprise ahead of Q3 report

    Following a reported sales slowdown in its second fiscal quarter, department store chain Dillard’s Inc (NYSE: DDS) exceeded investors’ expectations with the release of its third quarter earnings report. Prior to the Q3 earnings surprise announcement, transaction data from Bloomberg Second Measure projected Dillard’s third quarter revenue within 1 percent of the company’s reported revenue. … Continued
    • Retail & Ecommerce

    Black Friday customer growth at Sportsman’s Warehouse outpaced sporting goods competitors in 2021

    As the holiday season approaches, retailers are gearing up for major sales events like Black Friday. Among these are sporting goods retailers, which reportedly saw an increase in demand for camping and outdoor gear during pandemic lockdowns. So how did these companies fare during Black Friday week over the last few years? Our peer analysis … Continued
    • Retail & Ecommerce

    After robust growth early in the pandemic, are Chewy’s sales still a howling success?

    Pet supply companies saw their sales rise early in the pandemic, as many U.S. consumers adopted pets during the pandemic lockdowns. In the case of Chewy (NYSE: CHWY), a digitally-native pet supply company, sales remain elevated more than two years into the pandemic, Bloomberg Second Measure’s consumer transaction data shows. A closer look reveals, however, … Continued
    • Retail & Ecommerce

    Sales growth at fashion retailers is a mixed bag compared to pre-COVID levels

    A combination of inflation, changing consumer tastes, and inventory challenges have reportedly hit clothing companies hard in 2022. In fact, several fashion retailers—including Abercrombie & Fitch Co. (NYSE: ANF), American Eagle Outfitters (NYSE: AEO), and Urban Outfitters, Inc (NASDAQ: URBN)—missed revenue estimates in their second quarter earnings reports. We analyzed consumer spending trends at these … Continued
    • Retail & Ecommerce

    Will Party City’s Halloween sales balloon in 2022?

    Following Party City Holdco Inc’s (NYSE: PRTY) FY22 Q2 earnings beat, the company announced its hiring of 20,000 additional workers, anticipating a busy Halloween in 2022. Bloomberg Second Measure’s consumer transaction data shows that Party City Holdco Inc.’s U.S. sales increased year-over-year in October 2021, but are yet to reach pre-pandemic levels. Additionally, we found … Continued